Michael Kresl is a financial advisor at Equity Services, Inc. with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at National Life Group, Packerland Brokerage Services, Anico Financial Services, and American National Insurance Company. In addition to his advisory role, Kresl is a Certified Public Accountant involved in tax return preparation and agency work in fixed insurance sales. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine long-term strategies with options for shorter-term trading and specialized instruments, serving clients through a network of investment adviser representatives.

Whitley Mott is a financial advisor at Equity Services, Inc. with 44 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. In addition to his advisory work, he owns and operates a pension administration business providing services to employers. Equity Services, Inc., doing business as ESI Financial Advisors, offers financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm provides multiple advisory platforms, often utilizing third-party asset managers and blending long-term strategies with shorter-term options.

David Hull is a ChFC® credentialed financial advisor with 28 years of industry experience, currently with Equity Services, Inc. in Hauppauge, NY. His prior experience includes roles at National Life Group, Cetera, and Allstate Insurance Company. In addition to his advisory work, he serves as Managing Director and Compliance Officer at Eastern Advisory Group. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, uses third-party asset managers, and combines predominantly long-term strategies with options for shorter-term trading and specialized instruments.

Gary Goss is a financial advisor with Equity Services, Inc. in Overland Park, KS, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has over 44 years of industry experience, having worked at Equity Services since 1981 and National Life since 1975. Outside of his advisory role, he is also an agent and broker for fixed insurance sales with several companies. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm combines broker-dealer and SEC-registered investment adviser activities, offering multiple advisory platforms that include third-party asset managers and model portfolios, with a mix of long-term and shorter-term investment strategies.

Daniel Elliott is a financial advisor at Equity Services, Inc. with 23 years of industry experience. He holds a Series 66 designation and previously worked at SunTrust Advisory Services and SunTrust Investment Services, Inc. He also serves as a notary public. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often utilizing third-party asset managers and model portfolios, with a mix of long-term strategies and options for shorter-term trading.

Robin Griffin is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) based in Charlotte, NC, holding the ChFC® designation and Series 63 license. He has 40 years of industry experience, having worked at Equity Services since 1985 and previously at National Life of Vermont since 1982. In addition to his advisory work, Griffin operates Robin M. Griffin and Associates LLC, an insurance business, and owns a farm in Marshville, NC. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers various advisory platforms that combine long-term strategies with options for shorter-term trading and utilizes multiple third-party asset managers and model portfolios.

Paul Harvey is a financial advisor at Equity Services, Inc. (ESI Financial Advisors) with 10 years of industry experience and holds the Series 66 designation. His prior roles include positions at Prudential Financial Planning Services, Bankers Life, Royal Alliance Associates, and Signator Investors. Outside of his advisory work, he is involved as an insurance agent with Florida Financial & Insurance Agency. Equity Services, Inc. provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm utilizes multiple advisory platforms and third-party asset managers, combining long-term investment strategies with options for shorter-term trading and specialized instruments.

Donald Boisvert is a ChFC® credentialed financial advisor with 41 years of experience at Equity Services, Inc. in Manchester, NH. He has been with Equity Services since 1985 and has also been engaged with National Life Insurance Company since 1983, focusing on sales of life, disability, health, long-term care insurance, and annuities. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and utilizes third-party asset managers and model portfolios to deliver a mix of long-term and specialized investment strategies.

Michael Ives is a financial advisor at Equity Services, Inc. with three years of industry experience. He holds a Series 65 designation and has prior experience at National Life Group and Knights of Columbus Asset Advisors. Outside of his advisory work, Ives is involved in several business ventures including ownership of a financial products firm and participation in tax preparation and brokerage activities. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and frequently utilizes third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

Eric Wolfe is a financial advisor at Equity Services, Inc. with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Mass Mutual Investors Services, MassMutual Life Insurance Co, New York Life Insurance Co, and NYLife Securities, LLC. Outside of his advisory role, he is the managing director and head of training at Wealthbridge Financial, where he is involved in recruiting, developing, and training agents. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine long-term strategies with options for shorter-term trading, often utilizing third-party asset managers and model portfolios.

Daniel Streeter is a financial advisor at Equity Services, Inc. with 20 years of industry experience. He holds the PFS™ designation and Series 66 license and has been with Equity Services since 2006. Outside of his advisory role, he operates a consulting firm providing services to individuals and business owners and serves as president of several consulting and insurance advisory ventures. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm employs multiple advisory platforms, including third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Michael Guertin is a financial advisor with Equity Services, Inc. holding a Series 66 designation and 16 years of industry experience. His prior firms include SagePoint Financial, Park Avenue Securities, Guardian Life Insurance, and MetLife Securities. He is co-trustee of a family revocable trust. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine long-term strategies with options for shorter-term trading, utilizing both discretionary and non-discretionary management through third-party asset managers.

Nicholas Hood is a financial advisor with Equity Services, Inc. holding a Series 66 designation and 11 years of industry experience. Prior to joining Equity Services, he held roles at National Life Group, Cambridge Investment Research Advisors, and MassMutual, among others. Outside of finance, he owns and operates Nick Hood Photography and has been involved with Towson University’s Stephens Hall Theatre for nearly two decades. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, combining long-term investment strategies with options for shorter-term trading and specialized instruments, and operates both as a broker-dealer and an SEC-registered investment adviser.

Nicholas Audet is a financial advisor at Equity Services, Inc. with four years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley, New York Life Insurance Company, Butternut Mountain Farm, and Stowe Mountain Resort/The Club At Spruce Peak. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm uses multiple advisory platforms and third-party asset managers, combining long-term strategies with options for shorter-term trading.

Mark Joslyn is a financial advisor at Equity Services, Inc. with eight years of industry experience. He holds a Series 66 credential and has worked at firms including Cambridge Investment Research and Wealth Planners, LLC. Outside of his advisory role, he serves as a co-trustee on a family inheritance trust. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm employs multiple advisory platforms and third-party asset managers, combining long-term strategies with options for shorter-term trading and specialized instruments.

Dimitrios Prassos is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Timonium, MD, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with Equity Services, Inc. and Worthington Financial Partners since 2013. Outside of advisory work, he is also engaged as an author and provides accounting and consulting services to startup businesses. Equity Services, Inc. offers financial planning, consulting, and asset management to a diverse client base including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm combines long-term investment strategies with options for shorter-term trading and specialized instruments, utilizing multiple advisory platforms and third-party asset managers.

Brandon Falkquay is a financial advisor with Equity Services, Inc. He holds a Series 66 designation and has two years of industry experience, including roles at Fidelity Investments, Robinhood Markets, and National Life Group. His background also includes academic affiliations with Southern Methodist University and Morehouse College. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm employs multiple advisory platforms and third-party asset managers, offering a mix of long-term investment strategies and options for shorter-term trading.

Timothy Dunneback is a CFP®-certified financial advisor at Equity Services, Inc. in Chicago, IL, with 22 years of industry experience. He has been with Equity Services and National Life Group for the past 10 years, where he also sells insurance products including disability, fixed annuities, life, accident, health, and Medicare insurance. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, utilizing third-party asset managers and model portfolios that combine long-term strategies with options for shorter-term trading, and serves clients through both discretionary and non-discretionary programs.

Scott Levin is a CFP® professional with over 31 years of experience in the financial industry. He has been with Equity Services, Inc. and National Life of Vermont since 1994. Outside of his advisory work, Mr. Levin provides college planning seminars and assists parents with preparing for college expenses. Equity Services, Inc., dba ESI Financial Advisors, offers financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm combines long-term investment strategies with options for shorter-term trading and utilizes multiple advisory platforms, including third-party asset managers and model portfolios.

Nicholas Virgl is a financial advisor at Equity Services, Inc. with one year of industry experience. He holds a Series 66 designation and previously worked with National Life Group. Equity Services, Inc. provides financial planning, consulting, and asset management to a broad client base including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often utilizing third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.